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Livermore
Livermore
ZHEN

Wendy's Co

WEN
Exchange
Nasdaq
Industry
Retail-Eating & Drinking Places
SEC CIK
0000030697

No open-market purchases or sales by Wendy's Co insiders were filed in the last 90 days; 403 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; 3 superinvestors hold it, including Trian Fund Management and Fairfax Financial.

13F holders, Q4 2021

Institutional positions in Wendy's Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
364
+16 vs. Q3 2021
Shares held
151.4M
−5.27M (−3.4%) vs. Q3 2021
Total value
$3.61B
+$214.0M (+6.3%) vs. Q3 2021
New holders
64
106 more added
Sold out
48
118 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 364 institutions
Q1 2021: 324 institutionsQ2 2021: 337 institutionsQ3 2021: 351 institutionsQ4 2021: 364 institutionsQ1 2022: 356 institutionsQ2 2022: 341 institutionsQ3 2022: 336 institutionsQ4 2022: 348 institutionsQ1 2023: 343 institutionsQ2 2023: 360 institutionsQ3 2023: 351 institutionsQ4 2023: 388 institutionsQ1 2024: 364 institutionsQ2 2024: 392 institutionsQ3 2024: 394 institutionsQ4 2024: 425 institutionsQ1 2025: 424 institutionsQ2 2025: 402 institutionsQ3 2025: 403 institutionsQ4 2025: 429 institutionsQ1 2026: 412 institutionsQ2 2026: 403 institutions
Value heldQ4 2021: $3.61B
Q1 2021: $3.28BQ2 2021: $3.53BQ3 2021: $3.40BQ4 2021: $3.61BQ1 2022: $3.33BQ2 2022: $2.86BQ3 2022: $2.85BQ4 2022: $3.48BQ1 2023: $3.60BQ2 2023: $3.57BQ3 2023: $3.54BQ4 2023: $3.42BQ1 2024: $3.30BQ2 2024: $2.98BQ3 2024: $3.13BQ4 2024: $3.04BQ1 2025: $2.76BQ2 2025: $2.25BQ3 2025: $1.67BQ4 2025: $1.59BQ1 2026: $1.33BQ2 2026: $1.48B
Institutions holding WEN and their total value by quarter
QuarterHoldersValue
Q2 2026403$1.48B
Q1 2026412$1.33B
Q4 2025429$1.59B
Q3 2025403$1.67B
Q2 2025402$2.25B
Q1 2025424$2.76B
Q4 2024425$3.04B
Q3 2024394$3.13B
Q2 2024392$2.98B
Q1 2024364$3.30B
Q4 2023388$3.42B
Q3 2023351$3.54B
Q2 2023360$3.57B
Q1 2023343$3.60B
Q4 2022348$3.48B
Q3 2022336$2.85B
Q2 2022341$2.86B
Q1 2022356$3.33B
Q4 2021364$3.61B
Q3 2021351$3.40B
Q2 2021337$3.53B
Q1 2021324$3.28B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wendy's Co; share changes are against Q3 2021.

Institutions holding WEN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Canada Pension Plan Investment Board2,750$66.0K0.00%+2,750New
Comprehensive Financial Consultants Institutional, Inc.3,174$72.0K0.05%+3,174New
Spire Wealth Management3,100$74.0K0.00%+2,100+210.0%Added
CWM, LLC3,384$81.0K0.00%+3,384New
Pflug Koory, LLC3,657$87.0K0.04%00.0%Unchanged
Carroll Financial Associates, Inc.3,830$90.0K0.00%+14+0.4%Added
Signet Financial Management, LLC3,800$91.0K0.01%+3,800New
TSFG, LLC4,139$99.0K0.03%00.0%Unchanged
Eaton Vance Management4,190$100.0K0.00%+155+3.8%Added
Bedel Financial Consulting, Inc.4,252$101.0K0.03%00.0%Unchanged
American Portfolios Advisors4,452$106.2K0.00%+9+0.2%Added
Belpointe Asset Management LLC4,598$109.0K0.01%−1,800−28.1%Reduced
Rockefeller Capital Management L.P.5,162$122.0K0.00%+664+14.8%Added
Steward Partners Investment Advisory, LLC5,176$123.0K0.00%−55−1.1%Reduced
Harbor Investment Advisory, LLC5,170$123.0K0.02%00.0%Unchanged
KBC Group NV5,375$128.0K0.00%−416,731−98.7%Reduced
Vestcor Inc5,900$141.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.6,139$150.4K0.00%+6,139New
AdvisorShares Investments LLC6,436$153.0K0.02%−1,110−14.7%Reduced
S.A. Mason LLC7,500$179.0K0.11%00.0%Unchanged
Alps Advisors Inc8,482$202.0K0.00%−1,746−17.1%Reduced
Wolverine Trading, LLC8,589$205.0K0.00%+8,589New
PDS Planning, Inc8,718$208.0K0.04%+91+1.1%Added
Forum Financial Management, LP8,991$214.0K0.01%+8,991New
Evoke Wealth, LLC9,049$216.0K0.01%+49+0.5%Added
Two Sigma Securities, LLC9,078$217.0K0.04%+9,078New
Carnegie Capital Asset Management, LLC9,198$219.0K0.01%+9,198New
Ci Investments Inc.9,535$227.0K0.00%+3,534+58.9%Added
CIBC Asset Management Inc9,526$227.0K0.00%+9,526New
Nisa Investment Advisors, LLC9,927$229.0K0.00%−11,911−54.5%Reduced
6 Meridian9,934$237.0K0.02%+66+0.7%Added
We Are One Seven, LLC9,935$237.0K0.02%+9,935New
Everhart Financial Group, Inc.9,981$238.0K0.14%−139−1.4%Reduced
Farmers & Merchants Trust Co of Long Beach9,981$238.0K0.06%00.0%Unchanged
Shelton Capital Management10,001$239.0K0.01%00.0%Unchanged
Quantbot Technologies LP10,081$240.0K0.02%−62,040−86.0%Reduced
Profund Advisors LLC10,059$240.0K0.01%−811−7.5%Reduced
Pinnacle Associates Ltd10,140$242.0K0.00%00.0%Unchanged
Delta Capital Management LLC10,230$244.0K0.14%00.0%Unchanged
Capital Investment Advisors, LLC10,249$244.0K0.01%+34+0.3%Added
CWM Advisors, LLC10,295$246.0K0.03%+65+0.6%Added
ARS Wealth Advisors Group, LLC10,587$253.0K0.04%00.0%Unchanged
Henshaw Capital LLC10,879$259.5K0.01%00.0%Unchanged
HB Wealth Management, LLC11,393$272.0K0.01%+11,393New
Corton Capital Inc.11,621$277.0K0.12%+11,621New
Johnson Investment Counsel Inc11,788$281.0K0.00%00.0%Unchanged
Pictet Asset Management SA11,889$284.0K0.00%00.0%Unchanged
Tokio Marine Asset Management Co Ltd11,900$284.0K0.02%+2,300+24.0%Added
FMR LLC11,985$286.0K0.00%−1,383,834−99.1%Reduced
Chesapeake Wealth Management12,392$296.0K0.10%−1,658−11.8%Reduced
D. E. Shaw & Co., Inc.12,421$296.0K0.00%+12,421New
First Commonwealth Financial Corp12,500$298.0K0.10%00.0%Unchanged
Pendal Group Limited12,781$305.0K0.00%+2,441+23.6%Added
First Republic Investment Management, Inc.12,863$307.0K0.00%+475+3.8%Added
Engineers Gate Manager LP13,103$313.0K0.01%−105,393−88.9%Reduced
Cetera Investment Advisers13,166$314.0K0.00%+417+3.3%Added
Maryland State Retirement & Pension System13,617$325.0K0.01%00.0%Unchanged
Becker Capital Management Inc13,765$328.0K0.01%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.13,863$331.0K0.00%−6,793−32.9%Reduced
Illinois Municipal Retirement Fund14,164$338.0K0.01%00.0%Unchanged
Financial Advocates Investment Management14,609$348.0K0.02%−1,086−6.9%Reduced
Truist Financial Corp14,752$351.0K0.00%−1,938−11.6%Reduced
HAP Trading, LLC14,732$351.0K0.02%+2,643+21.9%Added
Gotham Asset Management, LLC14,851$354.0K0.01%−48,488−76.6%Reduced
Diametric Capital, LP14,844$354.0K0.27%−23,512−61.3%Reduced
Natixis Advisors, L.P.14,870$355.0K0.00%+1,927+14.9%Added
Boenning & Scattergood, Inc.14,960$357.0K0.06%−750−4.8%Reduced
Advisors Asset Management, Inc.15,061$359.2K0.01%+2,883+23.7%Added
1st Source Bank15,085$360.0K0.02%00.0%Unchanged
Wedbush Securities Inc15,511$370.0K0.02%+1,118+7.8%Added
Agf Investments Inc.15,708$375.0K0.00%+7,708+96.4%Added
Securian Asset Management, Inc15,809$377.0K0.01%−175−1.1%Reduced
Clare Market Investments LLC16,085$383.6K0.11%+16,085New
Industrial Alliance Investment Management Inc.16,490$393.0K0.01%+16,490New
ProShare Advisors LLC16,801$401.0K0.00%+3,669+27.9%Added
Bridgefront Capital, LLC17,975$429.0K0.42%+6,645+58.6%Added
Huntington National Bank18,089$431.0K0.00%−1,400−7.2%Reduced
Beacon Financial Advisory LLC18,559$443.0K0.20%00.0%Unchanged
Lazard Asset Management LLC18,627$444.0K0.00%+347+1.9%Added
Crossmark Global Holdings, Inc.18,900$451.0K0.01%+450+2.4%Added
Segall Bryant & Hamill, LLC19,178$457.0K0.00%+2,786+17.0%Added
Prelude Capital Management, LLC19,507$465.0K0.02%−4,358−18.3%Reduced
DuPont Capital Management Corp19,762$471.0K0.02%−81,187−80.4%Reduced
Gabelli & Co Investment Advisers, Inc.20,000$477.0K0.06%00.0%Unchanged
Tower Research Capital LLC (TRC)20,198$481.0K0.01%−5,364−21.0%Reduced
Citigroup Inc20,184$481.0K0.00%+6,679+49.5%Added
Xcel Wealth Management, LLC20,700$494.0K0.13%−4,550−18.0%Reduced
American Century Companies Inc21,513$513.0K0.00%+4,179+24.1%Added
State of Wisconsin Investment Board21,674$517.0K0.00%−660−3.0%Reduced
Teachers Retirement System of the State of Kentucky21,697$517.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)21,920$523.0K0.00%+2,738+14.3%Added
Gsa Capital Partners LLP22,512$537.0K0.07%+3,695+19.6%Added
Cambridge Investment Research Advisors, Inc.22,894$546.0K0.00%+4,608+25.2%Added
Budros, Ruhlin & Roe, Inc.23,023$549.0K0.06%00.0%Unchanged
Gamco Investors, Inc. Et Al23,550$562.0K0.00%+23,550New
Mitsubishi UFJ Trust & Banking Corp23,674$565.0K0.00%−2,685−10.2%Reduced
Public Employees Retirement Association of Colorado23,805$568.0K0.00%00.0%Unchanged
Shell Asset Management Co23,799$568.0K0.01%+108+0.5%Added
SEI Investments Co23,867$570.0K0.00%+6,025+33.8%Added
Williams Jones Wealth Management, LLC.24,000$572.0K0.01%00.0%Unchanged